Frank Spezzano, CLU, ChFC, MSFS, AEP, is the sole owner/President of IRUS Advisory Corporation, in Philadelphia, PA. He is also registered with Lion Street Financial, a broker/dealer with exclusive representatives nationwide, as well as a member of Legacy, Boston and Pinnacle Equity Solutions.
Frank has over 38 years experience in the insurance, benefits and financial services industry and is committed to understanding each clients vision and goals. This understanding and relationship building allows for highly personalized strategies and tactics to enhance all aspects of the clients business and personal lifecycles and recognizes their unique vision and needs, whether it be life stage, financial or tax planning,, retirement, estate and legacy planning, portfolio allocation and risk management, executive compensation strategies, or succession and exit strategies
Frank has been an invited panel speaker and sole speaker on the subjects of Business Succession, Executive Compensation and Benefits, Estate Planning and Estate Tax.